See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,460 | $165,335-24.7% | $149,696-16.9% | $158,922-21.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 25.15% | 348.15%-323.0pp | 276.60%-251.5pp | 302.83%-277.7pp |
| Employer contribution / active EE | $17,793 | $5,103+248.7% | $4,644+283.1% | $4,761+273.7% |
| Participant deferral / active EE | $0 | $7,181-100.0% | $6,842-100.0% | $5,982-100.0% |
| Admin fee / account holder | $779 | $10,807-92.8% | $9,309-91.6% | $11,246-93.1% |